See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC2 years Service code 16 200 N. SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Consulting | $30,418 |
T ROWE PRICE RPS INC3 years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $25,404 |
CHARLES SCHWAB & CO., INC.3 years Service code 33 211 MAIN STREET · SAN FRANCISCO, CA 94105 | Direct payment from the plan; Securit... | $243 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,354 | $47,977+100.8% | $154,107-37.5% | $56,287+71.2% |
| Participation rate | 85.2% | 66.2%+19.0pp | 83.0%+2.1pp | 69.9%+15.3pp |
| Annual return | -2.37% | 3.54%-5.9pp | 735.12%-737.5pp | -9.96%+7.6pp |
| Employer contribution / active EE | $4,303 | $2,169+98.4% | $5,298-18.8% | $2,111+103.8% |
| Participant deferral / active EE | $3,737 | $2,392+56.2% | $5,081-26.4% | $3,350+11.6% |
| Admin fee / account holder | $213 | $438-51.4% | $13,411-98.4% | $521-59.1% |